Onboarding & services
Onboarding and services
Installation, onboarding and training are included with every plan. When you need something more, the same team that builds the platform can help.
Installation & setup
We set up your portal with your company details, logo, currencies, reference numbers and team, ready for day one.
Data migration
Bring your clients, linguists, languages and rates across from spreadsheets or another system, so nothing starts from scratch.
Learn moreStaff training
Hands-on training for coordinators, finance and admins, plus user guides and monthly webinars.
Website integration
Add the quote assistant to your own website, with a link to your usual form if you want one.
Learn moreTemplates & documents
Your quotes, invoices, certificates, timesheets and emails set up in your brand.
Custom development
Integrations and custom features built by the team behind the platform, plus IT consulting, website design and support.
Learn moreGetting started
From sign-up to go-live
A clear plan, with your team involved at every step.
- 1 Kick-off We learn how your agency works today
- 2 Portal set up Branding, users, templates and settings
- 3 Data moved Clients, linguists and rates imported
- 4 Team trained Sessions for every role
- 5 Go live With us on hand for the first weeks
Support
Support
Support is included with every plan, along with user guides, monthly webinars and free updates.
Start your free trial
Try every feature free for 30 days, or book a demo with our team. No credit card needed.